Mind the pitfalls of the UK ‘golden visa’ scheme
Compliance, simplicity and investment growth are high priorities for Tier 1 investors
Author: PA Adviser
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Three critical areas of client servicing
Advice firms are more likely to spot when things go wrong
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The evolution of the wealth manager
Take technology on the journey but keep it out of the driver’s seat
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Impact of the weakened pound on PFIC strategies for US expats
Even holding a small interest in a passive foreign investment company could have big tax implications
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Financial planning for life after an exit
Entrepreneurs often require specialist advice after the sale of their business
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Women changing the wealth landscape in the Middle East
Between 20% and 40% of wealth in the region is held by or for women
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How to help spell out ESG in the wealth sector
With more HNWIs looking towards green investing, firms need to open ‘active dialogues’ with clients
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Are you ready for the US $15 trillion wealth transfer opportunity?
In this article, Brendan Dolan, International Sales Director for Quilter International, provides the stark reality that unless strategic planning is in place, all your hard work to build your business could be undone. Many advisers are already preparing for the US$15 trillion global opportunity that intergenerational wealth transfer is presenting. Do you have a strategy…
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A valuable opportunity of gifting assets to a trust to help reduce UK IHT bill
In this article, Jason Pearce, Head of Technical Sales, Hong Kong & NE Asia, considers the benefits of placing assets in a trust and taking advantage of the current nil rate band to reduce UK inheritance tax bills. In common law countries like Hong Kong and the UK, trusts have been recognised and used for…
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Case Study: Thinking outside the marketing box
It can be much more than a shiny brochure or slick advertising campaign
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UK returnee faces Qrops to Sipp conundrum
Some schemes may be reluctant to accept a transfer
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Pitfalls to avoid when entering the UK tax net
Britain has its own set of rules and regulations that could cause a number of headaches